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In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
September 18, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.1362 %
 Weekly Performance: 1.88111 %
 Daily Performance: 0.147929 %
12Stocks.com
Financial Sector Trend
90 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceSmart Investing & Trading ScoreChange %Weekly Change%
MTGEMTGE  REIT - 26.38601.93%-3.26%
CHCTCommunity Healthcare REIT15.2320-0.59%-3.30%
AMALAmalgamated  Banks - Regional27.8000.80%-3.30%
MFAMFA  REIT - Mortgage9.8630-1.30%-3.33%
FISI Institutions Banks - Regional26.42100.49%-3.33%
DXDynex Capital REIT - Mortgage12.47201.05%-3.33%
WHGWestwood  Asset Mgmt16.7420-1.93%-3.35%
BCATBlackRock Capital Closed-End Fund - Equity14.70100.07%-3.35%
FORForestar  Real Estate - Development26.7730-0.67%-3.36%
ERIEErie Indemnity Insurance320.370-0.11%-3.37%
SFNCSimmons First Banks - Regional19.77200.15%-3.37%
FBNCFirst Bancorp Banks - Regional53.09300.32%-3.37%
BITBlackRock Multi-Sector Closed-End Fund - Debt13.370-1.18%-3.40%
IBCPIndependent Bank Banks - Regional31.1900.19%-3.47%
RWAYRunway Growth Asset Mgmt10.3163-0.56%-3.47%
GRXGabelli Healthcare Closed-End Fund - Equity9.1600.00%-3.48%
BGCBGC  Capital Markets9.680-0.82%-3.49%
LADRLadder Capital REIT - Mortgage11.3230-0.70%-3.50%
FBMSFirst Bancshares Regional Banks33.8100.48%-3.54%
MFINMedallion  Credit Services10.3320-0.96%-3.55%
CIMChimera  REIT - Mortgage13.99300.07%-3.58%
RIVRiverNorth Opportunities Closed-End Fund - Equity12.040-1.15%-3.60%
FCNCAFirst Citizens Banks - Regional1901.7301.00%-3.70%
BUIBlackRock Utility Closed-End Fund - Equity25.7810-1.94%-3.70%
PLBCPlumas Bancorp Banks - Regional43.33100.56%-3.71%
For chart view version of above stock list: Chart View ➞
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 13.1362% and is currently underperforming the overall market by -0.884% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 90
YTD Performance: 13.1362%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2025 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
Oxford Lane[292%] Better Home[209%] Robinhood Markets[201%]
Metalpha Technology[196%] Cipher Mining[156%] Mr. Cooper[135%]
LoanDepot [134%] Banco Santander[129%] IHS Holding[118%]
Deutsche Bank[115%] Banco Bilbao[108%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-72%] Grupo Supervielle[-66%]
Banco Macro[-60%] BBVA Argentina[-59%] Signature Bank[-57%]
eHealth [-57%] Grupo Financiero[-57%] CPI Card[-53%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
PIMCO California[100] Torchmark [100] B. Riley[100]
PIMCO California[100] Better Home[100] Triumph Bancorp[100]
Cipher Mining[100] PIMCO Municipal[100] PIMCO Municipal[100]
SuRo Capital[100] Jefferies [100] Front Yard[100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
CHIXChina Financials  10.5720000%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of MTGE Investment Corp.MTGE MTGE Investment Corp.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 746.51 Millions
Recent Price: 26.38    
Smart Investing & Trading Score: 60
Day Percent Change: 1.93199%    
Day Change: -9999
Week Change: -3.26366%    
Year-to-date Change: 0.0%
MTGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTGE to Watchlist:       View:      Get Complete MTGE Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncCHCT Community Healthcare Trust Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 444.22 Millions
Recent Price: 15.23    
Smart Investing & Trading Score: 20
Day Percent Change: -0.587467%    
Day Change: -0.06
Week Change: -3.30159%    
Year-to-date Change: -12.2%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Amalgamated Financial CorpAMAL Amalgamated Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 869.25 Millions
Recent Price: 27.80    
Smart Investing & Trading Score: 0
Day Percent Change: 0.797679%    
Day Change: -0.1
Week Change: -3.30435%    
Year-to-date Change: -15.0%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of MFA Financial IncMFA MFA Financial Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1067.75 Millions
Recent Price: 9.86    
Smart Investing & Trading Score: 30
Day Percent Change: -1.3013%    
Day Change: -0.18
Week Change: -3.33333%    
Year-to-date Change: 3.8%
MFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFA to Watchlist:       View:      Get Complete MFA Trend Analysis ➞

Stock Chart of Financial Institutions IncFISI Financial Institutions Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 552.56 Millions
Recent Price: 26.42    
Smart Investing & Trading Score: 10
Day Percent Change: 0.494485%    
Day Change: -0.05
Week Change: -3.32967%    
Year-to-date Change: 0.9%
FISI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FISI to Watchlist:       View:      Get Complete FISI Trend Analysis ➞

Stock Chart of Dynex Capital, IncDX Dynex Capital, Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1678.47 Millions
Recent Price: 12.47    
Smart Investing & Trading Score: 20
Day Percent Change: 1.05348%    
Day Change: -0.09
Week Change: -3.33333%    
Year-to-date Change: 8.4%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of Westwood Holdings Group IncWHG Westwood Holdings Group Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 163.14 Millions
Recent Price: 16.74    
Smart Investing & Trading Score: 20
Day Percent Change: -1.93322%    
Day Change: 0.03
Week Change: -3.34873%    
Year-to-date Change: 14.4%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1576.87 Millions
Recent Price: 14.70    
Smart Investing & Trading Score: 10
Day Percent Change: 0.0680735%    
Day Change: -0.12
Week Change: -3.35306%    
Year-to-date Change: 10.3%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Forestar Group IncFOR Forestar Group Inc
Sector: Financials
SubSector: Real Estate - Development
MarketCap: 1459.93 Millions
Recent Price: 26.77    
Smart Investing & Trading Score: 30
Day Percent Change: -0.667904%    
Day Change: -0.06
Week Change: -3.3574%    
Year-to-date Change: 4.5%
FOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOR to Watchlist:       View:      Get Complete FOR Trend Analysis ➞

Stock Chart of Erie Indemnity CoERIE Erie Indemnity Co
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 15604.3 Millions
Recent Price: 320.37    
Smart Investing & Trading Score: 0
Day Percent Change: -0.112244%    
Day Change: -4.46
Week Change: -3.37204%    
Year-to-date Change: -20.9%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Simmons First National CorpSFNC Simmons First National Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 3021.36 Millions
Recent Price: 19.77    
Smart Investing & Trading Score: 20
Day Percent Change: 0.151976%    
Day Change: -0.04
Week Change: -3.37243%    
Year-to-date Change: -6.9%
SFNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFNC to Watchlist:       View:      Get Complete SFNC Trend Analysis ➞

Stock Chart of First BancorpFBNC First Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 2297.02 Millions
Recent Price: 53.09    
Smart Investing & Trading Score: 30
Day Percent Change: 0.32124%    
Day Change: -0.39
Week Change: -3.36731%    
Year-to-date Change: 24.8%
FBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBNC to Watchlist:       View:      Get Complete FBNC Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 567.75 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 0
Day Percent Change: -1.18256%    
Day Change: -0.2
Week Change: -3.39595%    
Year-to-date Change: -2.6%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of Independent Bank Corporation (Ionia, MI)IBCP Independent Bank Corporation (Ionia, MI)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 679.69 Millions
Recent Price: 31.19    
Smart Investing & Trading Score: 0
Day Percent Change: 0.19274%    
Day Change: -0.14
Week Change: -3.46642%    
Year-to-date Change: -7.0%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of Runway Growth Finance CorpRWAY Runway Growth Finance Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 387.52 Millions
Recent Price: 10.31    
Smart Investing & Trading Score: 63
Day Percent Change: -0.56%    
Day Change: -0.06
Week Change: -3.47%    
Year-to-date Change: 3.3%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Gabelli Healthcare & WellnessRx TrustGRX Gabelli Healthcare & WellnessRx Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 147.31 Millions
Recent Price: 9.16    
Smart Investing & Trading Score: 0
Day Percent Change: 0%    
Day Change: 0.03
Week Change: -3.47734%    
Year-to-date Change: -5.2%
GRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRX to Watchlist:       View:      Get Complete GRX Trend Analysis ➞

Stock Chart of BGC Group IncBGC BGC Group Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 4714.69 Millions
Recent Price: 9.68    
Smart Investing & Trading Score: 0
Day Percent Change: -0.819672%    
Day Change: 0.03
Week Change: -3.48953%    
Year-to-date Change: 4.2%
BGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGC to Watchlist:       View:      Get Complete BGC Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1505.31 Millions
Recent Price: 11.32    
Smart Investing & Trading Score: 30
Day Percent Change: -0.701754%    
Day Change: -0.13
Week Change: -3.49531%    
Year-to-date Change: 5.8%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of The First Bancshares, Inc.FBMS The First Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 359.535 Millions
Recent Price: 33.81    
Smart Investing & Trading Score: 0
Day Percent Change: 0.475483%    
Day Change: -9999
Week Change: -3.5378%    
Year-to-date Change: -2.0%
FBMS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBMS to Watchlist:       View:      Get Complete FBMS Trend Analysis ➞

Stock Chart of Medallion Financial CorpMFIN Medallion Financial Corp
Sector: Financials
SubSector: Credit Services
MarketCap: 248.97 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 20
Day Percent Change: -0.958773%    
Day Change: -0.06
Week Change: -3.54809%    
Year-to-date Change: 15.3%
MFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFIN to Watchlist:       View:      Get Complete MFIN Trend Analysis ➞

Stock Chart of Chimera Investment CorpCIM Chimera Investment Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1195.02 Millions
Recent Price: 13.99    
Smart Investing & Trading Score: 30
Day Percent Change: 0.0715308%    
Day Change: -0.25
Week Change: -3.58374%    
Year-to-date Change: 5.1%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of RiverNorth Opportunities Fund IncRIV RiverNorth Opportunities Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 266.69 Millions
Recent Price: 12.04    
Smart Investing & Trading Score: 0
Day Percent Change: -1.14943%    
Day Change: -0.03
Week Change: -3.60288%    
Year-to-date Change: 9.9%
RIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RIV to Watchlist:       View:      Get Complete RIV Trend Analysis ➞

Stock Chart of First Citizens Bancshares, Inc (NC)FCNCA First Citizens Bancshares, Inc (NC)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 24615.1 Millions
Recent Price: 1901.7    
Smart Investing & Trading Score: 30
Day Percent Change: 1%    
Day Change: 18.87
Week Change: -3.7%    
Year-to-date Change: -13.6%
FCNCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCA to Watchlist:       View:      Get Complete FCNCA Trend Analysis ➞

Stock Chart of BlackRock Utility Infrastructure & Power Opportunities TrustBUI BlackRock Utility Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.73 Millions
Recent Price: 25.78    
Smart Investing & Trading Score: 10
Day Percent Change: -1.9399%    
Day Change: -0.08
Week Change: -3.69817%    
Year-to-date Change: 16.5%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of Plumas BancorpPLBC Plumas Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 311.23 Millions
Recent Price: 43.33    
Smart Investing & Trading Score: 10
Day Percent Change: 0.556974%    
Day Change: -0.12
Week Change: -3.71111%    
Year-to-date Change: -3.9%
PLBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLBC to Watchlist:       View:      Get Complete PLBC Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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